We are live on ! Find out more
BAM

Byrne Asset Management Portfolio holdings

AUM $171M
1-Year Est. Return 28.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$1.14M
3
+$1.09M
4
RTX
MERRILL LYNCH ACC RET NTS BEAR MKT NTS LKD RUSSELL 2000 IND
RTX
+$1.06M
5
MCD icon
McDonald's
MCD
+$856K

Top Sells

1
+$4.16M
2
+$2.84M
3
+$1.65M
4
HD icon
Home Depot
HD
+$1.63M
5
RTX icon
RTX Corp
RTX
+$1.4M

Sector Composition

1 Technology 23.41%
2 Healthcare 14.14%
3 Financials 12.03%
4 Consumer Discretionary 10.47%
5 Communication Services 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-14
552
– –
-8,375
553
– –
-14,305
554
– –
-900
555
– –
-40
556
– –
-6,000
557
– –
-360
558
– –
-175
559
– –
-200
560
– –
-700
561
– –
-70
562
– –
-120
563
– –
0
564
– –
-76
565
– –
-1,904
566
– –
-70
567
– –
-4,000
568
– –
-4,760
569
– –
-132
570
– –
-46
571
– –
-300
572
– –
0
573
– –
-42
574
– –
-70
575
– –
-7,400
20 21 22
23
24